{ "ticker": "LEU", "reference_close": "2026-10-08", "analysis_path": "data/analyses-data/LEU.json", "analysis_sha256": "445f7256d1d5024794d2d1e7b82f4612dcc5512a866938e6215c40091e772347", "claims": [ { "path": "meta.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "9 octobre 2026", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-10-08", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Centrus Energy, seul enrichisseur d’uranium coté qui produit sur le sol américain : carnet de 4,5 Md$, contrats HALEU qui se multiplient, mais titre à 142,09 $, 69 % sous son plus haut, après une augmentation de capital de 500 M$ assortie de bons sur près de 7 M d’actions. Surveiller.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "LEU : carnet 4,5 Md$ et trésorerie nette, mais dilution lourde (offre de septembre, bons, ATM), dépendance TENEX, 28 % du flottant à découvert. Close 142,09 $, à surveiller.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-10-09T06:01:07.520258291Z", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-10-09T06:01:07.520258291Z", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-10-09T06:01:07.520258291Z", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 harnachée au close du 8 octobre : la fiche du 14 février n’avait pas de niveaux exécutables ; nouveau plan de surveillance sur barres certifiées, agrégats GAAP douze mois au 30 juin 2026, treize comparables nucléaires à séries continues ; révisé après revues contrarian, qualité et retail (base pro forma, solde ATM, règlement des convertibles, TENEX)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 142.09, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 142.09, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -3.4321054777762594, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "SURVEILLER — REPRISE AU-DESSUS DU PLUS HAUT DU 6 OCTOBRE", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "3,19 Md$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "0,90 M", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "4,2×", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 40, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 8 octobre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Centrus est la seule société cotée qui enrichit de l’uranium sur le sol américain, avec la seule licence de production HALEU d’Occident : c’est l’accès direct au combustible des réacteurs avancés et à la sortie du combustible russe. Carnet de 4,5 Md$, contrat de 900 M$ avec le Département de l’Énergie, acomptes promis par X-energy, Radiant et Antares. Le problème est le financement : 500 M$ levés en septembre avec des bons sur près de 7 M d’actions, et environ 554,5 M$ encore disponibles au 30 juin sur le programme « at-the-market ». L’offre a coûté environ six points de plus que le complexe : −16,1 % les 10 et 11 septembre, contre −10,4 % pour le panier des producteurs d’uranium. Le reste de la baisse est sectoriel. À 142,09 $, le titre est 69 % sous son plus haut d’octobre 2025, sous ses trois moyennes, avec 28 % du flottant vendu à découvert et des résultats attendus vers le 4 novembre (date non confirmée). Surveiller : pas d’entrée avant une reprise du plus haut du 6 octobre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.1", "value": "Carnet de 4,5 Md$ au 30 juin, jusqu’en 2040, dont 3,0 Md$ d’engagements conditionnels LEU et HALEU, 2,4 Md$ sous contrats définitifs.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Financement non dilutif en cours : contrat de 900 M$ avec le Département de l’Énergie et acomptes promis par X-energy, Radiant et Antares.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Bilan liquide : 1,87 Md$ de trésorerie au 30 juin, environ 2,36 Md$ avec les quelque 489 M$ nets levés en septembre, pour 1,18 Md$ de dette convertible.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Dilution lourde et étalée : 2,5 M d’actions et bons pré-financés émis en septembre, bons ordinaires sur 6 992 382 actions entre 226,86 $ et 362,98 $, environ 554,5 M$ encore disponibles sur le programme « at-the-market » au 30 juin, et obligations à 2,25 % dans la monnaie (environ 1,3 M d’actions au cours actuel, après remboursement du principal en numéraire).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Dépendance à la Russie : jusqu’en 2027, bien plus de la moitié de l’uranium enrichi livré provient du contrat TENEX, importé sous dérogations à une interdiction en vigueur depuis le 11 août 2024 ; après 2027, ce flux n’est plus couvert alors que Piketon ne produira pas encore à l’échelle.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Rentabilité mince : douze mois glissants à 7,4 M$ de résultat opérationnel et 17,0 M$ d’EBITDA, flux libre de −164 M$ alors que la construction ne fait que commencer.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Titre en tendance baissière, sous ses moyennes à vingt, cinquante et deux cents séances, avec 27,7 % du flottant vendu à découvert et des résultats attendus vers le 4 novembre (date non confirmée).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 8 octobre ; aucune opération sur titres, échelle cohérente.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Base économique de 22,46 M d’actions après l’offre ; environ 24,0 M en base diluée dans la monnaie ; environ 31,0 M si les bons étaient exercés en numéraire ; environ 554,5 M$ disponibles sur l’ATM au 30 juin.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.1.action", "value": "Raisonner sur 24,0 M d’actions au minimum ; relire chaque dépôt de financement avant toute entrée.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.action" }, { "path": "verdict.controlChecklist.2.statusLabel", "value": "Sous les moyennes, résultats vers le 4 novembre", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.statusLabel" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Clôture à 142,09 $, sous les moyennes à vingt (149,33 $), cinquante (160,10 $) et deux cents séances (197,53 $).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Aucune entrée avant une clôture au-dessus de 159,42 $ ; pas de nouvelle entrée dans les trois séances qui précèdent les résultats.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

Centrus vend de l’uranium faiblement enrichi (LEU) aux exploitants de centrales nucléaires, sous forme d’unités de travail de séparation (SWU) et d’uranium, par contrats pluriannuels. Paradoxe du modèle : la société n’enrichit presque rien elle-même aujourd’hui. Elle achète l’essentiel de ce qu’elle livre, et le 10-K de l’exercice 2025 précise que, jusqu’en 2027, bien plus de la moitié provient du contrat d’approvisionnement passé avec TENEX, filiale de l’agence nucléaire russe. Le contrat TENEX court jusqu’en 2028, mais ce flux passe déjà sous un régime d’exception : les importations de LEU russe sont interdites aux États-Unis depuis le 11 août 2024, sauf dérogations du Département de l’Énergie, qui couvrent les livraisons déjà engagées jusqu’en 2027. Côté russe, TENEX doit obtenir une licence d’exportation pour chaque expédition, et le permis canadien du transporteur court jusqu’en mars 2027. Centrus est un négociant de combustible doublé d’un détenteur de technologie.

La technologie, c’est la centrifugeuse américaine exploitée à Piketon (Ohio). Une cascade de démonstration y a produit plus de 1 900 kg d’hexafluorure HALEU pour le Département de l’Énergie, la seule production de ce type sous licence dans le monde occidental. Le HALEU est le combustible dont ont besoin la plupart des petits réacteurs avancés. Centrus a lancé une expansion de plusieurs milliards de dollars : fabrication de centrifugeuses à Oak Ridge (Tennessee), première machine attendue d’ici fin 2026, et capacité commerciale LEU et HALEU à Piketon.

Le carnet de 4,5 Md$ au 30 juin (3,8 Md$ fin 2025) se compose de 3,7 Md$ sur le segment LEU, dont 3,0 Md$ d’engagements conditionnels liés à la construction de Piketon (2,4 Md$ sous contrats définitifs), et d’environ 0,8 Md$ sur le segment Technical Solutions. Ce dernier montant est fragile : le projet de budget fédéral 2027 ne finance plus la cascade HALEU, et le Département de l’Énergie a indiqué ne pas vouloir lever d’options supplémentaires. Le relais, c’est le contrat de 900 M$ signé en juillet pour une capacité HALEU à grande échelle, et les acomptes des développeurs de réacteurs.

", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "153,4 M$ au 2e trimestre 2026 (+22 %)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.description", "value": "Vente de SWU et d’uranium aux exploitants de centrales, contrats pluriannuels ; carnet d’environ 3,7 Md$.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.revenue", "value": "22,7 M$ au 2e trimestre 2026 (−21 %)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.description", "value": "Contrats avec le Département de l’Énergie, dont l’exploitation de la cascade HALEU ; environ 0,8 Md$ de carnet non financé au budget 2027.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.segments.1.description" }, { "path": "business.sourceRefs.0.name", "value": "Centrus Energy 10-K", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026007117/leu-20251231.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-02-11", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Centrus Energy 8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053433/ex991-10q2026_08x05.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-08-05", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "Centrus Energy 8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026046801/ex991_haleu900mpr.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2026-07-02", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.0.decision", "value": "Trois cents séances continues, close certifié du 8 octobre ; base des niveaux et des indicateurs.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.coverageMatrix.0.decision" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 5 août et 10-Q ; prochaine publication vers le 4 novembre selon une source calendaire unique, non confirmée par l’émetteur.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Douze mois glissants au 30 juin 2026 reconstitués depuis les données XBRL officielles.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Offre de septembre (blocage de 60 jours, exercice sans numéraire imposable), bons, ATM (environ 554,5 M$ restants au 30 juin) et convertibles à règlement net lus dans le 424B5, le 8-K, le 10-Q et le 10-K ; dette et actions séparées.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.5.decision", "value": "Formulaires 4 relevés sur un an : attributions, retenues fiscales et une seule vente de marché ; aucun achat.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/business.coverageMatrix.5.decision" }, { "path": "news.0.date", "value": "2026-08-05", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Deuxième trimestre : revenus +14 %, résultat net en baisse, carnet de 4,5 Md$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Chiffre d’affaires de 176,1 M$ contre 154,5 M$, résultat net GAAP de 16,8 M$ contre 28,9 M$ (charges de rémunération en actions et dépenses technologiques en hausse), résultat net ajusté de 38,7 M$. Carnet de 4,5 Md$ ; prévision 2026 de 450 à 500 M$ de revenus et de 350 à 500 M$ d’investissements.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053433/ex991-10q2026_08x05.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-09-10", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Augmentation de capital de 500 M$ : le titre décroche avec tout le complexe, un peu plus fort", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Annonce de l’offre le 9 septembre, prix de 199,64 $ par action, bons compris, au-dessus du dernier cours de 181,49 $. Le titre fait −8,61 % le 10 septembre (clôture 165,87 $) puis −8,18 % le 11 (clôture 152,31 $), soit −16,08 % sur les deux séances. Sur la même période, le panier des producteurs d’uranium fait −10,38 %, Uranium Energy −9,91 %, NuScale −20,35 % et Cameco −3,71 % : environ un tiers de la baisse est propre à l’offre, le reste suit le complexe.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000110465926106829/tm2625019d3_424b5.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-10-01", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Plus bas annuel à 135,75 $", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Le titre touche 135,75 $ en séance le 1er octobre, son plus bas sur un an, soit 71 % sous le plus haut du 16/10/2025 (464,25 $).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.3.date", "value": "2026-10-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.3.date" }, { "path": "news.3.detail", "value": "Le 6 octobre, le titre gagne +8,80 % et touche 159,42 $ en séance, dans un rebond général : Constellation +12,25 %, Cameco +6,35 %, BWX Technologies +7,65 %. Deux séances plus tard, il clôture à 142,09 $ : le rebond n’a pas tenu.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/news.3.detail" }, { "path": "fundamentals.rows.0.metric", "value": "Chiffre d’affaires du 2e trimestre 2026", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.metric" }, { "path": "fundamentals.rows.0.value", "value": "176,1 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+14 % sur un an (154,5 M$), communiqué du 5 août", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.metric", "value": "Résultat net GAAP du 2e trimestre 2026", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.metric" }, { "path": "fundamentals.rows.1.value", "value": "16,8 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "Contre 28,9 M$ un an plus tôt ; résultat net ajusté non-GAAP de 38,7 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "473,9 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Au 30 juin 2026 (XBRL SEC) ; prévision 2026 de 450 à 500 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "7,4 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Marge opérationnelle de 1,6 % : la société est à peine rentable en exploitation", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "17,0 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.5.value", "value": "48,5 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Marge nette de 10,2 %, soutenue par les produits de placement de la trésorerie", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "−55,0 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Négatif au 30 juin 2026", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "108,8 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "En accélération : 94,8 M$ sur le seul premier semestre 2026 ; 350 à 500 M$ prévus sur l’année", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "−163,8 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.9.metric", "value": "Trésorerie au 30 juin 2026", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.metric" }, { "path": "fundamentals.rows.9.value", "value": "1,87 Md$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Liquidités et équivalents au bilan du 30 juin, avant l’offre de septembre", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.value", "value": "2,36 Md$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Bilan du 30 juin + produit net de l’offre (490,0 M$ avant frais − environ 0,75 M$ de frais, prospectus) ; tirages « at-the-market » du troisième trimestre non publiés", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.metric", "value": "Dette au 30 juin 2026", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "1,18 Md$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Obligations convertibles à 2,25 % (2030) et 0 % (2032), remboursables en numéraire à hauteur du principal en cas de conversion ; trésorerie nette pro forma de 1 180 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "4,2×", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise (enterprise value) pro forma au close du 2026-10-08 : 22,46 M d’actions économiques après l’offre, dette du 30 juin, trésorerie du 30 juin + produit net de l’offre ; sur revenus GAAP douze mois glissants (trailing) au 30 juin 2026", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus les pairs : Cameco se paie 11,2× ses revenus et BWX Technologies 4,1× (statistiques courantes collectées le 9 octobre 2026, non point-in-time). Centrus se situe entre un fournisseur industriel rentable et le leader de l’uranium : le multiple paie l’option HALEU plus que les ventes actuelles.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "118×", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Valeur d’entreprise (enterprise value) pro forma au close du 2026-10-08 sur un EBITDA GAAP douze mois glissants (trailing) très faible : multiple peu informatif", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus les pairs : Cameco à 49×, BWX Technologies à 30×, Constellation à 16× (statistiques courantes collectées le 9 octobre 2026, non point-in-time) : Centrus n’a pas encore les marges d’un enrichisseur à pleine capacité.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.rows.14.value", "value": "66×", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Capitalisation pro forma au close du 2026-10-08 (3,19 Md$, actions économiques après l’offre) sur résultat net GAAP douze mois glissants au 30 juin 2026, porté en partie par les intérêts de la trésorerie", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.14.comparison", "value": "Base : résultat net douze mois glissants au 30 juin 2026 ; le dénominateur n’inclut pas encore les produits de placement des fonds levés en septembre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.comparison" }, { "path": "fundamentals.rows.15.value", "value": "115,86 $ par action", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.value" }, { "path": "fundamentals.rows.15.signal", "value": "Valeur d’entreprise ramenée à trois fois les revenus douze mois, dette du 30 juin et trésorerie pro forma, 22,46 M d’actions économiques : −18,5 % par rapport au close du 2026-10-08", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.signal" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Centrus Energy 8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053433/ex991-10q2026_08x05.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-05", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Centrus Energy 10-Q", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053863/leu-20260630.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Deuxième trimestre 2026 (communiqué du 5 août) : chiffre d’affaires de 176,1 M$ (+14 %), dont 153,4 M$ pour le segment LEU (+22 %) et 22,7 M$ pour Technical Solutions (−21 %) ; résultat net GAAP de 16,8 M$ (0,77 $ dilué par action) contre 28,9 M$, pénalisé par 17,2 M$ de charge supplémentaire liée aux retenues fiscales sur actions gratuites et par les dépenses technologiques ; résultat net ajusté non-GAAP de 38,7 M$. Les marges se tassent : marge brute de 49,9 M$ contre 53,9 M$ malgré des revenus en hausse, coût unitaire moyen des SWU vendus en hausse de 13 % pour un prix moyen en hausse de 3 %, et perte brute de 1,7 M$ sur Technical Solutions. Les volumes de SWU vendus ont reculé de 23 %, compensés par des ventes d’uranium : le chiffre d’affaires dépend du calendrier des livraisons annuelles des clients, pas d’une tendance trimestrielle. Prévision (outlook) 2026 : revenus de 450 à 500 M$, investissements de 350 à 500 M$, première centrifugeuse d’Oak Ridge achevée d’ici la fin de l’année. Seule la cible d’embauches nettes à Piketon est explicitement relevée, de 100 à 175 ; le communiqué ne chiffre pas de changement des fourchettes de revenus et d’investissements. Aucune date de prochaine publication n’est confirmée par l’émetteur.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "Troisième trimestre attendu vers le 4 novembre 2026 selon une source calendaire unique, non confirmée par l’émetteur ; date postérieure à la fenêtre du calendrier collecté.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Centrus Energy 8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053433/ex991-10q2026_08x05.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-05", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "earnings.sourceRefs.1.name", "value": "Centrus Energy 10-Q", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.1.name" }, { "path": "earnings.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053863/leu-20260630.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.1.url" }, { "path": "earnings.sourceRefs.1.date", "value": "2026-08-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.1.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "19 233 908 actions classe A au 4 septembre (prospectus) et 719 200 actions classe B (10-Q), auxquelles l’offre du 11 septembre ajoute 500 000 actions et 2 005 513 bons pré-financés à 0,10 $ : base économique de 22458621 actions. Environ 24,0 M en base diluée dans la monnaie, environ 31,0 M si tous les bons ordinaires étaient exercés en numéraire.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "70 000 000 actions classe A et 30 000 000 actions classe B autorisées, 20 000 000 actions privilégiées (prospectus du 9 septembre).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "La base actionnariale a gonflé en un an et d’autres couches attendent. En 2025, le programme « at-the-market » a déjà émis 2 866 261 actions pour 533,6 M$ ; la déclaration d’enregistrement de novembre 2025, qui porte le programme « at-the-market » de 1 Md$, gardait environ 554,5 M$ de capacité au 30 juin 2026 (278 114 actions vendues pour 55,0 M$ au deuxième trimestre) ; les actions du programme sont émises sous le supplément de prospectus du 6 novembre 2025 lié à l’accord de vente de 1 Md$, alors que l’offre de septembre a fait l’objet d’un supplément distinct, sans lien avec cet accord. Lecture prudente : environ 554,5 M$ au 30 juin, moins les tirages du troisième trimestre, non encore publiés. Septembre 2026 : 500 000 actions et des bons pré-financés sur 2 005 513 actions (exercice à 0,10 $, donc économiquement des actions), pour 500,0 M$ bruts et environ 489 M$ nets. Un blocage de 60 jours à compter du 9 septembre interdit toute nouvelle émission, ATM compris, sans l’accord de Guggenheim jusque vers le 8 novembre ; cet accord peut être donné à tout moment sans annonce. Les investisseurs ont aussi reçu des bons ordinaires sur 6 992 382 actions en quatre séries (226,86 $ à 362,98 $), soit environ 2 Md$ de levée potentielle ; mais la société peut imposer un exercice sans numéraire à chaque anniversaire semestriel, auquel cas elle ne recevrait rien et n’émettrait que la valeur intrinsèque en actions. Les obligations se règlent en numéraire jusqu’au principal et en actions ou numéraire pour l’excédent seulement : à 142,09 $, les 402,5 M$ à 2,25 % (conversion à environ 97,50 $, soit 4,13 M d’actions de référence) ne créeraient qu’environ 1,30 M d’actions, mais appelleraient jusqu’à 402,5 M$ de trésorerie si les porteurs convertissaient ; les 805,0 M$ à 0 % (conversion à environ 229,62 $, 3,51 M d’actions de référence) sont hors de la monnaie. Pont dilué : base économique de 22,46 M ; plus 0,28 M d’actions gratuites à acquérir et 1,30 M au titre des obligations à 2,25 %, soit environ 24,0 M en base diluée dans la monnaie ; environ 31,0 M si les 6 992 382 bons étaient exercés en numéraire, hors nouveaux tirages ATM. Verdict : risque de dilution élevé, la construction de Piketon se finançant en partie par le capital de l’actionnaire.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.warrants.0.series", "value": "Bons pré-financés (septembre 2026)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.series" }, { "path": "capitalStructure.warrants.0.strike", "value": 0.1, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/capitalStructure/warrants/0/strike" }, { "path": "capitalStructure.warrants.0.shares", "value": "2 005 513", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.shares" }, { "path": "capitalStructure.warrants.0.expiration", "value": "25e anniversaire de l’émission (prospectus)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.0.expiration" }, { "path": "capitalStructure.warrants.1.strike", "value": 226.86, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/capitalStructure/warrants/1/strike" }, { "path": "capitalStructure.warrants.1.shares", "value": "environ 2,20 M", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.shares" }, { "path": "capitalStructure.warrants.1.expiration", "value": "10/09/2028 et 12/11/2028 (deux tranches)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.expiration" }, { "path": "capitalStructure.warrants.1.note", "value": "Environ 500 M$ de prix d’exercice par série ; exercice sans numéraire imposable par la société.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.note" }, { "path": "capitalStructure.warrants.2.strike", "value": 272.24, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/capitalStructure/warrants/2/strike" }, { "path": "capitalStructure.warrants.2.shares", "value": "environ 1,84 M", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.shares" }, { "path": "capitalStructure.warrants.2.expiration", "value": "10/09/2029 et 12/11/2029 (deux tranches)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.expiration" }, { "path": "capitalStructure.warrants.2.note", "value": "Plafond de détention de 4,99 % par porteur (9,99 % au maximum).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.note" }, { "path": "capitalStructure.warrants.3.strike", "value": 317.61, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/capitalStructure/warrants/3/strike" }, { "path": "capitalStructure.warrants.3.shares", "value": "environ 1,57 M", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.3.shares" }, { "path": "capitalStructure.warrants.3.expiration", "value": "10/09/2030 et 12/11/2030 (deux tranches)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.3.expiration" }, { "path": "capitalStructure.warrants.4.strike", "value": 362.98, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/capitalStructure/warrants/4/strike" }, { "path": "capitalStructure.warrants.4.shares", "value": "environ 1,38 M", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.4.shares" }, { "path": "capitalStructure.warrants.4.expiration", "value": "10/09/2031 et 12/11/2031 (deux tranches)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.4.expiration" }, { "path": "capitalStructure.warrants.4.note", "value": "Total des quatre séries : 6 992 382 actions.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.4.note" }, { "path": "capitalStructure.atm.authorized", "value": "Programme « at-the-market » d’actions classe A jusqu’à 1 Md$ (accord du 6 novembre 2025, déclaration d’enregistrement de 2025)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.atm.authorized" }, { "path": "capitalStructure.atm.used", "value": "Environ 445 M$ de la capacité de 1 Md$ de la déclaration de 2025 consommés au 30 juin 2026, dont 278 114 actions vendues pour 55,0 M$ au deuxième trimestre ; en 2025, 2 866 261 actions émises via « at-the-market » pour 533,6 M$", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.atm.used" }, { "path": "capitalStructure.atm.remaining", "value": "Environ 554,5 M$ au 30 juin 2026 (10-Q), moins les tirages du troisième trimestre non publiés ; l’offre de septembre, faite par un supplément distinct, ne relève pas de l’accord de vente ; nouvelle émission soumise à l’accord de Guggenheim jusque vers le 8 novembre", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.atm.remaining" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Centrus Energy 424B5", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000110465926106829/tm2625019d3_424b5.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-09-11", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Centrus Energy 8-K", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000110465926107103/tm2625019d5_8k.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-09-11", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Centrus Energy 10-Q", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053863/leu-20260630.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-08-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "capitalStructure.sourceRefs.3.name", "value": "Centrus Energy 8-K", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.name" }, { "path": "capitalStructure.sourceRefs.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000110465925107444/tm2530029d3_8k.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.url" }, { "path": "capitalStructure.sourceRefs.3.date", "value": "2025-11-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.3.date" }, { "path": "filingsReview.summary", "value": "Dix dépôts décisionnels ouverts et hachés sur un inventaire de 54 formulaires hors déclarations d’initiés. Ils racontent deux histoires en parallèle : une histoire commerciale réelle (carnet de 4,5 Md$, contrat de 900 M$ avec le Département de l’Énergie, trois contrats HALEU avec acomptes) et une histoire de financement qui pèse sur l’actionnaire (augmentation de capital avec bons, programme « at-the-market », obligations convertibles). Gouvernance et solvabilité : contrôle interne jugé efficace au 31 décembre 2025 avec opinion de Deloitte (10-K, Item 9A), contrôles et procédures de communication jugés efficaces au 30 juin 2026 (10-Q, Item 4), liquidité jugée suffisante pour au moins douze mois et aucune mention de doute sur la continuité d’exploitation dans les deux dépôts. Aucun rapport de vendeur à découvert activiste ni fonds hostile identifié ; les dix-sept Schedule 13G relevés sont des déclarations de détention passive.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-Q", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001628280-26-053863", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport trimestriel au 30 juin 2026 : 19 233 658 actions classe A et 719 200 actions classe B au 1er août ; obligations convertibles de 402,5 M$ à 2,25 % échéance 2030 et de 805,0 M$ à 0 % échéance 2032, sans remboursement de principal avant l’échéance ; 278 114 actions classe A vendues via le programme « at-the-market » au deuxième trimestre pour 55,0 M$ ; capacité restante sous la déclaration d’enregistrement de 2025 d’environ 554,5 M$ au 30 juin. Liquidité jugée suffisante pour au moins douze mois ; contrôles et procédures de communication jugés efficaces (Item 4) ; aucune mention de doute sur la continuité d’exploitation.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053863/leu-20260630.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-05", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001628280-26-053433", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du deuxième trimestre 2026 : chiffre d’affaires de 176,1 M$ (contre 154,5 M$), résultat net GAAP de 16,8 M$ (contre 28,9 M$), résultat net ajusté non-GAAP de 38,7 M$ ; carnet de 4,5 Md$ jusqu’en 2040, dont 3,0 Md$ d’engagements conditionnels LEU et HALEU (2,4 Md$ sous contrats définitifs) ; budget 2027 du Département de l’Énergie sans financement de la cascade HALEU (environ 0,8 Md$ de carnet) ; prévision 2026 : revenus de 450 à 500 M$ et investissements de 350 à 500 M$.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053433/ex991-10q2026_08x05.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-09-11", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "424B5", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001104659-26-106829", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Prospectus de l’augmentation de capital : 500 000 actions classe A au prix de 199,64 $ et bons pré-financés, 500,0 M$ bruts et environ 489 M$ nets ; bons de souscription ordinaires en quatre séries pouvant rapporter environ 2 Md$ supplémentaires s’ils sont exercés en numéraire ; 19 233 908 actions classe A en circulation au 4 septembre 2026 avant l’opération. Blocage de 60 jours à compter du 9 septembre (fin vers le 8 novembre) sur toute nouvelle émission sans l’accord de Guggenheim, accord qui peut être donné à tout moment sans annonce. La société peut imposer un exercice sans numéraire des bons à chaque anniversaire semestriel : les 2 Md$ ne sont pas acquis. Bons pré-financés exerçables jusqu’au 25e anniversaire de leur émission. Négociations avancées, sans accord définitif, pour racheter un fournisseur industriel domestique pour 115 à 125 M$ (environ 160 M$ de revenus en 2025).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000110465926106829/tm2625019d3_424b5.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-09-11", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "8-K", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001104659-26-107103", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Contrat de placement du 9 septembre avec Guggenheim Securities : 500 000 actions, bons pré-financés sur 2 005 513 actions (prix d’exercice 0,10 $) et bons ordinaires sur 6 992 382 actions en quatre séries, aux prix d’exercice de 226,86 $, 272,24 $, 317,61 $ et 362,98 $, échéances étagées de deux à cinq ans ; exercice plafonné à 4,99 % de détention par porteur (9,99 % au maximum).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000110465926107103/tm2625019d5_8k.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-02-11", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "10-K", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001628280-26-007117", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Rapport annuel de l’exercice 2025 : jusqu’en 2027, bien plus de la moitié de l’uranium enrichi à livrer provient du contrat d’approvisionnement TENEX (Russie) ; les dix premiers clients représentent environ 77 % du chiffre d’affaires et les deux premiers environ 31 % ; prix de conversion d’environ 97,50 $ pour les obligations à 2,25 % et d’environ 229,62 $ pour les obligations à 0 %, réglées en numéraire jusqu’au principal et en actions (ou numéraire) pour l’excédent seulement ; 2 866 261 actions émises via le programme « at-the-market » en 2025 pour 533,6 M$ ; importations de LEU russe interdites depuis le 11 août 2024 sauf dérogations, licence d’exportation russe exigée pour chaque expédition jusqu’en 2027, permis canadien du transporteur prolongé jusqu’en mars 2027 ; contrôle interne jugé efficace au 31 décembre 2025, audité par Deloitte (Item 9A).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026007117/leu-20251231.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.filings.5.date", "value": "2026-07-02", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.date" }, { "path": "filingsReview.filings.5.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.form" }, { "path": "filingsReview.filings.5.accession", "value": "0001628280-26-046801", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.accession" }, { "path": "filingsReview.filings.5.finding", "value": "Signature du contrat définitif de 900 M$ avec le Département de l’Énergie pour une capacité de production HALEU à grande échelle à Piketon (Ohio), plus de 1 Md$ options comprises ; fin de la production prévue au contrat de démonstration, avec plus de 1 900 kg d’hexafluorure HALEU produits.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.finding" }, { "path": "filingsReview.filings.5.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026046801/ex991_haleu900mpr.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.5.url" }, { "path": "filingsReview.filings.6.date", "value": "2025-11-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.date" }, { "path": "filingsReview.filings.6.form", "value": "8-K", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.form" }, { "path": "filingsReview.filings.6.accession", "value": "0001104659-25-107444", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.6.accession" }, { "path": "filingsReview.filings.6.finding", "value": "Accord de vente « at-the-market » du 6 novembre 2025 avec dix banques : émission possible d’actions classe A au fil de l’eau, pour un montant total pouvant atteindre 1 Md$, sous la déclaration d’enregistrement automatique déposée le même jour.", "as_of": "2026-10-08", "source_artifact": 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"value": "8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.form" }, { "path": "filingsReview.filings.7.accession", "value": "0001628280-26-053897", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.accession" }, { "path": "filingsReview.filings.7.finding", "value": "Contrat définitif avec X-energy pour des services d’enrichissement LEU et HALEU destinés aux premiers petits réacteurs Xe-100 et au combustible TRISO-X ; X-energy versera des acomptes qui financent en partie la capacité de Piketon, sans création d’actions nouvelles.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.finding" }, { "path": "filingsReview.filings.7.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053897/ex991_080626x-energypr.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.7.url" }, { "path": "filingsReview.filings.8.date", "value": "2026-09-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.date" }, { "path": "filingsReview.filings.8.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.form" }, { "path": "filingsReview.filings.8.accession", "value": "0001628280-26-061036", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.accession" }, { "path": "filingsReview.filings.8.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026061036/ex991-centrusandradianta.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.8.url" }, { "path": "filingsReview.filings.9.date", "value": "2026-09-17", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.date" }, { "path": "filingsReview.filings.9.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.form" }, { "path": "filingsReview.filings.9.accession", "value": "0001628280-26-062535", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.accession" }, { "path": "filingsReview.filings.9.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026062535/ex991_centrusandantaress.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.filings.9.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Le carnet de 3,0 Md$ d’engagements conditionnels dépend de jalons opérationnels à Piketon : tant que la capacité n’est pas construite, ce n’est pas du chiffre d’affaires.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.1", "value": "Le segment Technical Solutions perd son principal contrat : le budget 2027 ne finance plus la cascade HALEU, soit environ 0,8 Md$ de carnet.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.1" }, { "path": "filingsReview.contrarianRisks.2", "value": "L’approvisionnement actuel repose sur TENEX sous dérogations : l’interdiction américaine est déjà en vigueur, la demande de dérogation pour de nouvelles ventes en 2026-2027 reste en suspens, et rien ne couvre l’après-2027.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "filingsReview.contrarianRisks.3", "value": "Le prospectus évoque le rachat d’un fournisseur industriel pour 115 à 125 M$, sans accord définitif : une acquisition changerait la base de revenus et les multiples affichés ici.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "filingsReview.contrarianRisks.4", "value": "Les bons ordinaires commencent à 226,86 $ : chaque remontée vers cette zone attire la pression vendeuse de couverture et la perspective d’actions nouvelles.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.4" }, { "path": "technicals.rsi14", "value": 42.55, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": -6.42, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": -7.51, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 149.33, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 160.1, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 197.53, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 9.33, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.0", "value": "69 % sous le plus haut d’octobre 2025", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/technicals.badges.0" }, { "path": "technicals.badges.1", "value": "22 % sous le dernier cours avant l’offre de septembre", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.badges.2", "value": "ATR de 9,33 $", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/technicals.badges.2" }, { "path": "technicals.supports.0", "value": 138.7757, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 137.24, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 135.75, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 158.89, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 159.42, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 176.13, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 142,09 $, sous ses moyennes à vingt (149,33 $), cinquante (160,10 $) et deux cents séances (197,53 $, moyenne exponentielle amorcée sur les trois cents séances servies), RSI à 43, MACD négatif mais repassé au-dessus de sa ligne de signal : la baisse ralentit, elle n’est pas terminée. Depuis le plus bas annuel du 1er octobre (135,75 $), le titre a tenté un rebond jusqu’à 159,42 $ le 6 octobre, aussitôt revendu. Avant activation, aucune entrée ; une clôture sous 135,75 $ abandonne le scénario. Activation sur une clôture au-dessus de $159.42, qui reprendrait aussi le plus haut du rebond de mi-septembre (158,89 $). Après activation, stop par ordre sous $146.71, le plus bas du 6 octobre, soit 1,36 ATR sous le déclencheur. Supports : 138,78 $, 137,24 $ et 135,75 $. Résistances : 158,89 $, 159,42 $ et 176,13 $, puis la zone du prix de l’offre, 199,64 $, et la moyenne à deux cents séances.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.wyckoff", "value": "Phase de marquage baissier depuis l’été, possible tentative de base au-dessus du plus bas du 1er octobre ; non utilisée pour fixer les niveaux.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/technicals.wyckoff" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.skew", "value": "Chaîne d’options non servie à la collecte du 9 octobre", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/options.skew" }, { "path": "options.sourceRefs.0.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "27,66 % du flottant", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "8,04 jours", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.trend", "value": "Environ 5,42 M d’actions vendues à découvert pour un flottant de 19,2 M, flottant du snapshot collecté le 9 octobre, sans date de règlement et visiblement antérieur à l’offre de septembre : rapportée à la base économique de 22,5 M d’actions, la part tomberait vers 24 %. 8,04 jours de volume pour couvrir. Une partie de ces positions peut couvrir les bons et les obligations convertibles ; c’est une hypothèse, non vérifiable dans les données collectées. Un rachat forcé est possible sur une bonne nouvelle, mais ce n’est pas une thèse d’achat.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/shortInterest.trend" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Aucun achat d’initié sur un an. Les formulaires 4 relevés sont des attributions d’actions gratuites, des retenues fiscales et une seule vente de marché : 306 actions cédées à 203,55 $ le 11 mai 2026 par le directeur financier Todd Tinelli, montant symbolique. Le flux officiel signale une couverture partielle (amendement non résolu) : aucun solde net n’est affirmé.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "insiders.sourceRefs.1.name", "value": "Centrus Energy 10-Q", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.1.name" }, { "path": "insiders.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053863/leu-20260630.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.1.url" }, { "path": "insiders.sourceRefs.1.date", "value": "2026-08-06", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.1.date" }, { "path": "macro.indicators.0.value", "value": "2026-10-08", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "142,09 $, séance complète", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+2,14 %", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "−21,71 %", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "Centrus dépend moins des taux que de la politique : le financement fédéral du HALEU, le calendrier d’interdiction de l’uranium enrichi russe et le soutien aux réacteurs avancés comptent davantage qu’un point de rendement obligataire. Le titre suit aussi l’appétit du marché pour tout le complexe nucléaire, très cyclique : il a baissé avec lui en septembre et rebondi avec lui le 6 octobre, en amplifiant les deux mouvements.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 7, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Centrus n’est pas l’absence de demande : le carnet et les contrats HALEU la démontrent. C’est le chemin entre aujourd’hui et la capacité domestique : une construction de plusieurs milliards financée en partie par l’actionnaire, un approvisionnement russe sous dérogations qui s’arrête en 2027, un segment fédéral qui perd son financement, et un titre lourdement vendu à découvert dans un complexe nucléaire en repli.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Offre de septembre : 2,5 M d’actions et bons pré-financés, bons ordinaires sur 6,99 M d’actions de 226,86 $ à 362,98 $ ; base diluée dans la monnaie d’environ 24,0 M d’actions.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Environ 554,5 M$ disponibles sur l’ATM au 30 juin, utilisable après le blocage de 60 jours (vers le 8 novembre) ou plus tôt avec l’accord de Guggenheim ; obligations à 2,25 % dans la monnaie, réglées en numéraire jusqu’au principal.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Importations de LEU russe interdites aux États-Unis depuis le 11 août 2024 ; Centrus importe sous dérogations couvrant ses livraisons déjà engagées jusqu’en 2027, la dérogation demandée en décembre 2024 pour de nouvelles ventes 2026-2027 reste incertaine.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "Côté russe, licence d’exportation exigée pour chaque expédition jusqu’au 31 décembre 2027 ; permis canadien du transporteur prolongé jusqu’en mars 2027. À surveiller : licence refusée ou retardée, décision du Département de l’Énergie, renouvellement du permis.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.1.verdict", "value": "Le contrat court jusqu’en 2028, mais dérogations américaines et décret russe s’arrêtent fin 2027 : sans prolongation, plus de flux TENEX vers les États-Unis alors que Piketon ne produira pas encore à l’échelle, un trou d’approvisionnement hors du contrôle de la société.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.1.verdict" }, { "path": "risks.riskCards.2.points.0", "value": "Capacité commerciale à construire à Piketon et Oak Ridge ; 3,0 Md$ de carnet conditionné à des jalons.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.2.points.1", "value": "Budget fédéral 2027 sans financement de la cascade HALEU (environ 0,8 Md$ de carnet).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "Dix clients pour environ 77 % du chiffre d’affaires, deux pour environ 31 %.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "27,7 % du flottant vendu à découvert ; ATR de 9,33 $, résultats attendus vers le 4 novembre (date non confirmée).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Centrus montre qu’un actif rare ne fait pas un bon placement à n’importe quelle structure de capital. La rareté est réelle : seul enrichisseur coté qui produit sur le sol américain, seule production HALEU sous licence en Occident. Mais la société doit construire avant d’encaisser, et elle finance cette construction en partie avec de nouvelles actions. L’offre de septembre l’a montré : 500 M$ levés à 199,64 $, des bons sur près de 7 M d’actions distribués en prime, et un titre qui a perdu 22 % depuis le dernier cours avant l’offre, dont environ six points imputables à l’offre elle-même, le reste suivant le complexe. Côté marché, environ 111 M$ s’échangent par séance : la liquidité suffit, mais un ATR de 9,33 $ et des résultats attendus vers le 4 novembre imposent de petites positions. La bonne question n’est pas « le HALEU a-t-il un avenir ? » mais « combien d’actions faudra-t-il émettre avant qu’il rapporte ? ».", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 135,75 $ abandonne le scénario. Activation : clôture au-dessus de 159,42 $, puis achat à l’ouverture suivante seulement sous 161,26 $, ou par ordre limité à ce plafond pendant trois séances, annulé après une clôture sous 159,42 $ et jamais laissé actif sur une ouverture sous 146,71 $. Après activation : ordre stop de vente placé juste sous 146,71 $, actif en séance ; la clôture n’est pas la règle de sortie. Au close du 8 octobre, le titre est sous le déclencheur : le plan n’est pas activé.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 159.42, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 146.71, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 183.09, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 194.92, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-8.0%", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+14.8%", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+22.3%", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.86 TP1 / 1:2.79 TP2 au déclencheur ; 1:1.50 / 1:2.31 au plafond 161,26 $", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 6 octobre, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 161,26 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Ce plafond n’est qu’à 1,84 $ au-dessus du déclencheur, soit 0,20 ATR. Mesure : sur les 250 dernières séances, 84 ouvertures ont dépassé la clôture de la veille de plus de 1,84 $, soit environ 34 % ; l’écart d’ouverture médian (valeur centrale haute), dans un sens ou dans l’autre, vaut 3,71 $. Sur la série, 15 clôtures ont cassé un plus haut de vingt séances : 4 ont fini à moins de 1,15 % au-dessus du niveau cassé, l’écart relatif du plafond, et 3 ont ensuite ouvert sous ce seuil. Plan de repli : si l’ouverture dépasse le plafond, un ordre à cours limité à 161,26 $, valable trois séances, garde le même R/R et le même stop ; il est annulé après toute clôture sous le déclencheur, 159,42 $, n’est pas laissé actif à l’ouverture d’une séance sous le stop, 146,71 $, ni si le stop est touché avant exécution. Rejoué avec ces bornes sur les 12 cassures non achetables à l’ouverture, l’ordre aurait été exécuté 10 fois, sans que le stop soit touché la même séance ; aucun retrait sur ouverture sous le stop. Objectifs : TP1 à une hauteur de couloir au-dessus du déclencheur, TP2 à une fois et demie, sous le prix de l’offre de septembre (199,64 $). Liquidité : environ 111 M$ échangés par séance, médiane des vingt dernières. Gap sous le stop : sur les 250 dernières séances, 11 ouvertures ont sauté sous la clôture de la veille de plus que la distance déclencheur-stop (12,71 $), et 9 de plus que la distance plafond-stop (14,55 $) : la perte réelle peut dépasser le budget prévu ; réduire la taille d’environ un quart pour absorber un tel écart. Premier frein : la zone de 176 à 181 $, entre le plus haut du 10 septembre (176,13 $) et la dernière clôture avant l’offre (181,49 $) ; y prendre une partie des gains ou remonter le stop au déclencheur. Résultats attendus vers le 4 novembre (date non confirmée par l’émetteur) : pas de nouvelle entrée dans les trois séances qui précèdent ; toute position ouverte, quelle que soit sa date d’activation, est réduite de moitié ou soldée la veille. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 14,55 $ par action, donne 6 actions avant réduction ; avec 1 000 $, 68 actions avant réduction, 51 après la réduction d’un quart.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.horizon", "value": "Dix à vingt séances après activation ; quelle que soit la date d’activation, toute position ouverte est réduite de moitié ou soldée la veille des résultats attendus vers le 4 novembre (date non confirmée)", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.horizon" }, { "path": "tradeIdea.thesis", "value": "Centrus est un actif stratégique dont la structure de capital travaille aujourd’hui contre l’actionnaire. Le carnet, le contrat de 900 M$ et les acomptes des développeurs de réacteurs sont réels ; l’offre de septembre, les bons et le programme « at-the-market » le sont aussi. Le marché a tranché à court terme : le titre a perdu 22 % depuis le dernier cours avant l’offre, à peu près comme le complexe uranium, et tient à peine son plus bas annuel. Ne pas courir après cette tendance, ne pas anticiper le déclencheur : attendre la clôture. Une clôture au-dessus de $159.42 montrerait que les acheteurs reprennent la main, en reprenant à la fois le rebond du 6 octobre et celui de mi-septembre ; avant cela, une clôture sous 135,75 $ abandonne le dossier. Après activation, l’ordre stop sous $146.71 limite le coût d’une fausse sortie. TP1 à 183,09 $ et TP2 à 194,92 $, sous le prix de l’offre, où les acheteurs de septembre pourraient revendre. Côté exécution : le titre échange plus de 100 M$ par séance, donc le spread reste raisonnable à taille modeste ; le vrai risque est le gap d’ouverture, fréquent sur ce titre, et les résultats attendus vers le 4 novembre (date non confirmée).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Les résultats attendus vers le 4 novembre (date non confirmée par l’émetteur) : point sur Piketon, Oak Ridge, le rythme des investissements et le recours au programme « at-the-market ».", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "La fin du blocage de 60 jours vers le 8 novembre, qui rouvre la porte à l’ATM (environ 554,5 M$ disponibles au 30 juin) ; et l’éventuel rachat d’un fournisseur industriel pour 115 à 125 M$, qui modifierait la base de revenus et les multiples.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.catalysts.3", "value": "L’uranium enrichi russe : décision sur la dérogation demandée pour 2026-2027, licences d’exportation de TENEX, permis canadien du transporteur (mars 2027).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.3" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 135,75 $, plus bas annuel, abandonne le scénario.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : sortie par l’ordre stop placé juste sous 146,71 $, en séance, sans attendre la clôture.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 161,26 $ après la clôture de déclenchement : pas d’achat à l’ouverture ; seul l’ordre limité à 161,26 $ reste valable trois séances.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "tradeIdea.invalidation.3", "value": "Un tirage ATM important après la fin du blocage (vers le 8 novembre), ou une nouvelle émission autorisée plus tôt par Guggenheim, affaiblirait la thèse.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.3" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Carnet de 4,5 Md$ et contrat de 900 M$ avec le Département de l’Énergie.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Dilution récente et potentielle : bons, environ 554,5 M$ disponibles sur l’ATM au 30 juin, obligations à 2,25 % dans la monnaie.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.1", "value": "Contrat TENEX jusqu’en 2028, mais dérogations et décret russe limités à fin 2027, sans relais domestique avant cette date.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.1" }, { "path": "globalScore.keyTakeawaysNegative.2", "value": "Titre en tendance baissière, 28 % du flottant vendu à découvert, résultats attendus vers le 4 novembre (date non confirmée).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.2" }, { "path": "globalScore.mindsetTip", "value": "Un actif rare attire les récits ; la structure de capital décide du rendement de l’actionnaire. Avant d’acheter Centrus, compter les actions qui peuvent encore arriver et attendre que le titre prouve qu’il peut tenir au-dessus du rebond raté du 6 octobre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/globalScore.mindsetTip" }, { "path": "social.sourceRefs.0.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "disclaimer", "value": "Document de recherche éducatif. Ni conseil financier, ni signal de trading. Statut surveiller : aucun ordre actif ; résultats attendus vers le 4 novembre, date non confirmée par l’émetteur.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/disclaimer" }, { "path": "blastRadius.asOf", "value": "2026-10-08", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-10-09T06:01:07.520258291Z", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-01-22 au 2026-10-08", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.window" }, { "path": "blastRadius.methodology", "value": "Les séries sont alignées sur les mêmes dates de clôture et converties en rendements logarithmiques journaliers communs, du 22 janvier 2026 au 8 octobre 2026. La corrélation mesure le co-mouvement ; le bêta mesure la sensibilité du rendement de Centrus Energy à celui du comparable ; le R² est la corrélation au carré. Les rendements à cinq et vingt et une séances sont des rendements simples de clôture à clôture, sans dividendes. Les groupes sont définis par le lien économique, pas par la corrélation.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.methodology" }, { "path": "blastRadius.groups.0.order", "value": 1, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/blastRadius/groups/0/order" }, { "path": "blastRadius.groups.0.symbols.0.eventRisk", "value": "Aucune publication dans la fenêtre collectée (couverture du calendrier jusqu’au 20 octobre) ; ses contrats restent le signal à suivre", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": 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"42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/blastRadius/groups/5/symbols/1/observations" }, { "path": "blastRadius.groups.5.symbols.1.return5d", "value": 3.5, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return5d" }, { "path": "blastRadius.groups.5.symbols.1.return21d", "value": -4.35, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/blastRadius/groups/5/symbols/1/return21d" }, { "path": "blastRadius.scenarios.0.trigger", "value": "Le complexe nucléaire repart et Centrus reprend le plus haut du 6 octobre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.trigger" }, { "path": "blastRadius.scenarios.0.firstOrder", "value": "Le titre clôture au-dessus de 159,42 $ et vise la zone de 176,13 $, puis le prix de l’offre de septembre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.firstOrder" }, { "path": "blastRadius.scenarios.0.confirmation", "value": "Une clôture au-dessus de 159,42 $ avec le complexe nucléaire en hausse et sans nouveau dépôt dilutif.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.confirmation" }, { "path": "blastRadius.scenarios.0.contradiction", "value": "Un tirage du programme « at-the-market » pendant la hausse, dès la fin du blocage vers le 8 novembre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.0.contradiction" }, { "path": "blastRadius.scenarios.1.trigger", "value": "Pas de nouvelle propre avant les résultats attendus vers le 4 novembre (date non confirmée).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.trigger" }, { "path": "blastRadius.scenarios.1.firstOrder", "value": "Le titre oscille entre le plus bas annuel et le plus haut du 6 octobre.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.firstOrder" }, { "path": "blastRadius.scenarios.1.confirmation", "value": "Des clôtures entre 135,75 $ et 159,42 $ pendant plusieurs séances.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.1.confirmation" }, { "path": "blastRadius.scenarios.2.firstOrder", "value": "Le titre casse 135,75 $ et entre en territoire sans support sur un an.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.firstOrder" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous 135,75 $ ou un dépôt de financement dilutif.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.contradictions.0", "value": "Le carnet atteint 4,5 Md$ (3,8 Md$ fin 2025) mais le titre a perdu environ 61 % sur un an et 69 % depuis son plus haut d’octobre 2025 : depuis le 22 janvier, sa baisse (−53 %) est proche de celle des producteurs d’uranium et des développeurs de réacteurs ; avant cette date, la part du financement n’est pas mesurable faute de comparables continus.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.contradictions.0" }, { "path": "blastRadius.missingData.1", "value": "Prochaine date de résultats (vers le 4 novembre) issue d’une source calendaire unique, non confirmée par l’émetteur ; calendrier collecté couvrant jusqu’au 20 octobre seulement.", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.missingData.1" }, { "path": "blastRadius.missingData.3", "value": "Fondamentaux et statistiques du fournisseur relevés en instantané, non reconstitués à la clôture de référence ; tirages « at-the-market » du troisième trimestre non encore publiés (prochain 10-Q).", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.missingData.3" }, { "path": "blastRadius.sourceRefs.0.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.0.date" }, { "path": "blastRadius.sourceRefs.1.name", "value": "Centrus Energy 8-K / Exhibit 99.1", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.name" }, { "path": "blastRadius.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1065059/000162828026053433/ex991-10q2026_08x05.htm", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.url" }, { "path": "blastRadius.sourceRefs.1.date", "value": "2026-08-05", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.date" }, { "path": "performance.windowReturns.startDate", "value": "2026-09-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/performance.windowReturns.startDate" }, { "path": "performance.windowReturns.endDate", "value": "2026-10-08", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/performance.windowReturns.endDate" }, { "path": "performance.windowReturns.rows.0.returnPct", "value": -21.71, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/0/returnPct" }, { "path": "performance.windowReturns.rows.1.returnPct", "value": -13.24, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/1/returnPct" }, { "path": "performance.windowReturns.rows.2.returnPct", "value": -9.25, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/2/returnPct" }, { "path": "performance.windowReturns.rows.3.returnPct", "value": -21.21, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/3/returnPct" }, { "path": "performance.windowReturns.rows.4.returnPct", "value": -31.68, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/4/returnPct" }, { "path": "performance.windowReturns.rows.5.returnPct", "value": -29.55, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/5/returnPct" }, { "path": "performance.windowReturns.rows.6.returnPct", "value": -25.86, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/6/returnPct" }, { "path": "performance.windowReturns.rows.7.returnPct", "value": -18.79, "as_of": 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"as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/10/returnPct" }, { "path": "performance.windowReturns.rows.11.returnPct", "value": 3.34, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/11/returnPct" }, { "path": "performance.windowReturns.rows.12.returnPct", "value": 5.08, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/12/returnPct" }, { "path": "performance.windowReturns.rows.13.returnPct", "value": -4.35, "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/values/performance/windowReturns/rows/13/returnPct" }, { "path": "performance.sourceRefs.0.date", "value": "2026-10-09", "as_of": "2026-10-08", "source_artifact": "analyses/LEU/_runs/20261009/revision/numeric-evidence.json", "source_sha256": "42d727b66c3ef4a0910be10df03d32b73cb2360462cf93f3e70e8f95e13d8bae", "source_pointer": "/string_numeric_claims/performance.sourceRefs.0.date" } ] }